Ad Hoc Invoices

Invoices can be manually entered within accounts if it is not necessary to generate a customer bill. They are generally for Current Use, Yield Tax, and Excavation/Gravel Tax.

Enter Invoice Batches

Enter/Edit Invoice Batch

To begin a new invoice batch or open an existing payment batch click on the ‘Enter/Edit Invoice Batch’ option. From here you will be prompted to select an existing batch by clicking on the Ellipses next to Batch No or begin a new batch by clicking on the file cabinet icon.

Batch Editor

Make sure to prefill a Tax Year before creating an Invoice Batch. Tax Period field only pertains if doing an invoice for Property Taxes which will include 1^st or 2^nd issue/period.

1. Exit Invoice Batch

2. Set View – allows you to customize column display

3. Kill Batch **This will delete the entire batch and all pending invoices therein

4. New Invoice

5. Delete Invoice **This will delete selected invoice

6. Recall Batch – recall a recurring batch

7. Save Recurring Batch

8. Select Property – Will open Property Master List

9. Add Note

10. This will appear if a note has been added for the selected invoice

Printing & Posting Invoice Batches

1. An invoice Batch Journal must be printed prior to posting a payment batch.

a. Payments > Print Invoice Batch Journal (may be printed in summary or detail)

b. Select desired batch

c. Print report. The standard payment batch report is called 'ARBTVER.rpt'

d. Once a batch is posted this report cannot be reprinted.

2. Posting the Batch
a. Invoices > Post Invoice Batches
b. Select Desired Batch
c. The Post AR Invoices window will appear